Law Firm Intake Specialist

5 months ago

Rockville, United States The Law Offices of Josephia Rouse Full time
Description

Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team We need a skilled professional who is capable of connecting with our clients on a personal level keeping in mind that the matters we handle are very sensitive and personal.

A professional who lives by high standards of customer service, who can:

A) have difficult conversations because our clients are living one of the hardest moments in their lives, and if you have this conversation with them and walk them through the fire they are going through you are a part of a transformation they will never forget about. Most notably, in walking them through this process you are properly and effectively handling their price, ready-to-hire, attorney-fit objections so that you can lead them to the firm that you know (because you will learn how well we prepare and treat our clients) that the choice to work with Divorce With A Plan is one of the best choices that they will make to solve their problem.

B) An expert in providing relevant, helpful and intelligent answers to client's questions and concerns because for every question they have, even though you are not their attorney, you have a wealth of information that once you provide it to them, they will have the clarity and connection from you that every step of the way is going to be included in their divorce plan, and all of their concerns have been considered and will be planned out between them and the firm at the appropriate time.

C) You will go through a process and conversation with them providing the clarity, options and decision-making criteria they need to seamlessly transition to working with Divorce With A Plan.

$50,000 + Bonus structure will be discussed after 90 days.

Responsibilities

The primary responsibility of the Intake Specialist in this position is to enhance the firm's sales potential by effectively screening and filtering Potential New Clients (PNCs). By carefully assessing PNCs, the Intake Specialist ensures that only qualified leads are scheduled for appointments with the Sales Attorneys. This process maximizes the likelihood of successful sales by ensuring that the Sales Attorneys invest their time and efforts into promising opportunities. The Intake Specialist plays a crucial role in optimizing the firm's sales process and ultimately contributes to its overall success.
•Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
•Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
•Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
•Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
•Manage attorney schedules, including prospective client consultations, to foster caseload growth

Qualifications

•Bilingual: ENG/SPA is preferred
•Previous customer service or sales experience preferred
•High school diploma or equivalent required; Bachelor's degree preferred
•Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
•Familiarity with case management and CRM systems a bonus
•Strong ability to communicate eloquently and empathetically a must
•Previous legal experience highly valued
•Firm knowledge of spreadsheet and data management, as well as computer skills

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